Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid C Eidell is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the industry since 2003 and has a combined 43 years of experience in the securities and investment advisory industries. David is licensed to provide advisory services in 46 states, including Illinois, Florida, and Texas. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., David worked at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.. David is a holder of the Series 31, Series 7, and SIE securities licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
06/27/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
IL
04/02/2007 - 07/02/2008
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
IL
09/15/2003 - 04/02/2007
MORGAN STANLEY DW INC. (CHICAGO IL)
BOTH
Issued 10/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure David Eidell is the right advisor for you? Invested Better is here to help.
